The successful candidate will need to demonstrate an analytical, creative approach in order to effectively supervise engagements and guide the decision making process; dynamic interpersonal skills with the capacity to train others; strong goal orientation balanced with an awareness of materiality; and excellent client-service orientation with an ability to expand services and develop new business.
Work Activities & Accountabilities
•Responsibility for planning, supervising, and controlling all phases of employee benefit plan assurance engagements for on-time, on-budget delivery
•Developing and mentoring less experienced staff through a variety of means
•Supervision of engagement letter preparation and discussion with clients about the engagement scope and terms
•Supervision / preparation of management letters, report drafts, and tax returns through the final approval processes and submission to the client
•Following the engagement progress by monitoring time budgets and deadlines for adherence, communicating important developments to the engagement principal, providing ongoing attention to clients’ management, and preparing for final client meetings.
•This position will require 10-15 weeks of travel per year.
The EBP Manager reports to the EBP Engagement Director.
Key Behavioral Competencies
The EBP Manager must possess several key personal effectiveness traits to be successful. These include a high degree of passion for doing impactful work, accountability for actions, initiative make visions a reality, integrity that places honesty and trust above all else, professionalism, and conscientiousness. Actions and behaviors that are the foundation of successful careers at CLA are broadly defined below.
•Leading with Impact: Guides and motivates others and is able to direct teams to achieve desired end results.
•Ownership Mindset: Creates expectations of success throughout the firm.
•Entrepreneurial Grit: Has the courage to take action on new ideas, understanding the balance of risks vs. positive outcomes.
•Client Excellence: Anticipates client needs and looks for opportunities to provide proactive consultation.
•People Development: Provides coaching and opportunities for others to develop and pursue their passions.
•Clear Communication: Communication has high impact and encourages openness.
•Teamwork & Collaboration: Manages challenging issues and understands when appropriate to leverage internal experts.
•Growing the Business: Identifies opportunities to expand or develop new services to help clients meet their objectives.
Required Experience & Education
•Bachelor’s degree in Accounting plus 5 years’ public accounting experience, including 3+ years in a supervisory role.
•Advanced technical knowledge of audit, accounting, and tax concepts and the ability to apply these services to various client situations.
•Employee Benefit Assurance Services (EBAS) experience.
We want you to have an exceptional career, with challenging projects, continuous improvement, and leadership opportunities. To learn more about how CliftonLarsonAllen is noticeably different, please visit our website at www.cliftonlarsonallen.com.
CliftonLarsonAllen LLP, an Equal Opportunity Employer, is committed to an inclusive work environment and values the perspectives of our people.